Active Customer Viewer: Deleting Customers

  1. Display the Customer Maintenance window.
  2. In the Favorites section, click Active Customer Viewer (Note: you may have to scroll down to see it).

  1. (Optional) To refine your search for customers, click the Include Jobs box if you want job accounts included, and/or in the Include Cust field, select Loyalty or Non-Loyalty.

  1. Display the customer or list of customers from which you want to delete. For example, if you want to delete some or all customers in a certain zip code, enter the zip code in the Zip Code field, and then press Enter to display customers in that zip code. To use a different lookup method, click  , click the Lookup drop-down list, select from the list of other lookups, and click .
  1. Place a check mark next to the customer(s) you want to delete. To check mark all customers in the grid, use the check box at the top of the grid.

  1. Click Delete. A message displays to confirm the deletion(s).